EA
Ecofin Advisors Portfolio holdings
AUM
$239M
1-Year Est. Return
45.14%
This Fund
S&P 500
1 Year Est. Return
+45.14%
AUM
$239M
AUM Growth
+$32M
(+15%)
Holding
34
Top Buys
| 1 | +$5.4M | |
| 2 | +$3.43M | |
| 3 | +$2.69M | |
| 4 |
Sunrun
RUN
|
+$2.52M |
| 5 |
CVA
Covanta Holding Corporation
CVA
|
+$2.32M |
Top Sells
| 1 | +$4.63M | |
| 2 | +$3.77M | |
| 3 | +$3.68M | |
| 4 |
Sempra
SRE
|
+$2.62M |
| 5 |
Brookfield Renewable
BEP
|
+$2.25M |
Sector Composition
| 1 | Utilities | 76.43% |
| 2 | Technology | 13.24% |
| 3 | Industrials | 3.1% |
| 4 | Energy | 1.51% |
| 5 | Consumer Discretionary | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
QuantumScape Corp
QS
$5.52B
| $2.08M | 0.87% |
24,648
-21,816
|
|
||
27
Xcel Energy
XEL
$49.6B
| – | – |
-6,919
|
|
||
28
Waste Management
WM
$84.9B
| – | – |
-40,939
|
|
||
|
29
Sempra
SRE
$58.3B
| – | – |
-44,304
|
|
||
30
New Fortress Energy
NFE
$160M
| – | – |
-2,692
|
|
||
31
GDS Holdings
GDS
$7.1B
| – | – |
-44,933
|
|
||
32
Eversource Energy
ES
$25.7B
| – | – |
-2,110
|
|
||
33
Clearway Energy Class C
CWEN
$6.41B
| – | – |
-8,222
|
|
||
|
BLDP
34
Ballard Power Systems
BLDP
$1.9B
| – | – |
-6,062
|
|